Providing perspective for today’s technology leaders
The Enderle Group provides an unparalleled look inside breaking technology events to identify the core reasons that buyers and builders of technology should care.
Rob’s IT Business Edge Blog
- BlackBerry’s John Chen Kicks the Company into High Gear Nov 13 This week I’m at BlackBerry’s analyst event in San Francisco. A lot has changed over the last couple of years. The company has moved from a cash burn rate measured in the low billions to one in the low millions, and it is no longer in danger of going under. It has been able to maintain an R&D budget in the billions, and today was a coming-out party for some of the things coming from the effort. BlackBerry remains the market leader in mobile management and security, in terms of number of mobile devices covered, and remains the only platform that is trusted deeply by the U.S. government. Its new BlackBerry Passport phone is sold out and on supply constraints, and John Chen, the effervescent CEO, is showcasing his pride for his company and people because they have come through for him. Here are some of the interesting thoughts from the event.
- Picking a Tech Company: Does the CEO Listen, Can They Be Trusted? Nov 11 Last week, I wrote about how Dell is beating HP on message. The trust aspect of this really had me thinking over the weekend. One of the things that sets companies like Dell and BMC apart, because they are private, is that their CEOs have more time to listen to customers. Far less of their time is focused on managing compliance, talking to powerful financial analysts and fighting “activist investors.” On the other end of the spectrum, one of the big differences that I think led to Steve Ballmer’s failure at Microsoft was that before he took over for Bill Gates, he listened but afterwards he was surrounded by gatekeepers. He went from being Microsoft’s very successful troubleshooter to a guy who couldn’t seem to get critical things done. I can recall our last in-person meeting, which was right before he stepped into the CEO job. As I passed him on the road after the meeting, he waved. I didn’t realize at the time that it was his final wave goodbye.
- Michael Dell vs. Meg Whitman: How Dell Is Beating HP on Message Nov 6 I’m at Dell World this week and I’m struck by the differences between HP and Dell, largely because in most of my meetings, the Dell executives are methodically pointing them out. What I find fascinating is that this feels like a very political process - one focused on trust and execution. The only actual politician, Meg Whitman, is the opposition. Rather than being the clear winner, because of her experience, she is getting trounced—no that’s not a strong enough word, she is getting obliterated— largely by doing the same things her predecessors Carly Fiorina and Leo Apotheker did. Let me explain.
- Nvidia Launches a New Mobile Device Age TechNewsWorld | Nov 17 I can see a time in our short-term future when we will need to carry only one connected device, and that device will do everything better than the three devices we are now used to carrying can do. Better battery life, lower cost, less aggravation, and improved convenience will be features of the coming age -- and with Nvidia's announcement, that age starts now.
- BlackBerry: Humor and Candor are Important in a Turnaround Datamation | Nov 14 As Blackberry wages an uphill battle, one industry observer praises CEO John Chen’s approach.
- If Your IT Company Merges or Splits, Are You in Trouble? CIO | Nov 14 Mergers, acquisitions and divestitures are all the rage. Few end well. Whether you're about to get bigger, smaller or richer, you need to know the signs that things may not go so well.
- NVIDIA and IBM Aim to Power the US into Supercomputer Leadership TG Daily | Nov 14 IBM and NVIDIA just announced they were building the world’s fastest supercomputers. There is an ongoing arms war for which country can field the most powerful supercomputers. There is, well, everything on the line here because these things are used for things like modeling catastrophic weather events and driving national defense. IBM, NVIDIA, and the US all have something not only critical to each other’s fortunes but critical to the nation to prove here and today they announced how all three would be addressing this opportunity. Let’s talk about the importance of this.
- Microsoft Rearranges Mobile Office E-Commerce Times | Nov 6
- LG, Google Sign Patent Agreement for Android Technology eWeek | Nov 6
- Samsung, Iberia Airlines Roll Out Smartwatch Boarding App eWeek | Nov 6
Rob Enderle on…
IBM and Twitter’s partnership
"Twitter needs to be able to show added value," [said Rob Enderle of technology research firm Enderle Group, adding that the site] "is a real-time measurement of what the public is interested in at any given time. It could be incredibly useful in politics."
Dion Weisler, new leader of HP, Inc.
[Weisler is credited with helping to turn Acer into a firm that] “scared the other OEMs half to death.” [At HP,] “he turned the PC unit from a liability into an asset in a few short months.” “He could have a massive hit if he can get HP’s potentially market-leading, high-speed 3D printer to market.”
Who is Dion Weisler? Fortune
IBM’s Q3 and CEO Ginni Rometty
"When you ... come in with results the market is unhappy with, then that puts much more pressure on her, but she bought herself more time by selling off the micro-electronics business. ... She is struggling to readjust to an ever more mobile and cloud business, which caught most of the industry by surprise."
Amazon opening New York City retail store
"Even the Apple Store carries non-Apple products. They'll showcase Amazon, but also show off the breadth of Amazon's catalog."
Google's streaming music service potential
"Google has been doing a lot of work with artificial intelligence and they’ve been pulling music off of Android devices so they know what people listen to. I expect they will combine the two things and create a better discovery engine that will do a better job surfacing music you didn’t know that you’d like."
Google finding its rhythm with streaming music service Computerworld
V3.co.uk - Top 10 tech writers to follow on Twitter “Perhaps the most versatile analyst around. Always plugged into the market, Enderle can sit down on any given day and discuss anything from servers to smartphones with as much insight and certainty as any specialist could hope for.”
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An Internet search of media quotes validates Rob Enderle as one of the most influential technology pundits in the world. Leveraging world-class IT industry analysis skills honed at DataQuest, Giga Information Group, and Forrester Research, Rob seized upon the power of the information channel as a conduit to reach business strategists and deliver valuable, experienced-based insight on how to leverage industry advances for maximum business advantage.
As President and Principal Analyst of the Enderle Group, he provides regional and global companies with guidance in how to create credible dialogue with the market, target customer needs, create new business opportunities, anticipate technology changes, select vendors and products, and practice zero dollar marketing. For over 20 years Rob has worked for and with companies like Microsoft, HP, IBM, Dell, Toshiba, Gateway, Sony, USAA, Texas Instruments, AMD, Intel, Credit Suisse First Boston, ROLM, and Siemens.
As Enderle Group’s Branding and Web Design Consultant, Mary brings a depth of knowledge regarding brand-driven design, creation of brand management tools, creative direction and agency management. Mary was the worldwide corporate brand identity manager at Intel® Corporation, one of the top ten brands in the world. Under Mary’s leadership, her team was responsible for ensuring that all communications were consistent and reflected Intel’s values, to make sure that Intel would continue to rank among the top ten recognized brands worldwide. Mary also spent nine years managing the look and feel for Intel.com, consulting across many divisions on both creative and site usability.
After leaving Intel, Mary consulted with top tier companies on branding and web design including Dolby Laboratories, Gateway Computers, Advanced Micro Devices, Intel and Kodak Gallery.
Mary was the Brand Director and Affiliate Manager for CafeGive® for 1½ years, a startup that is focused on building a thriving community of nonprofit organizations and their advocates consumers and merchants dedicated to grassroots fundraising through ecommerce. CafeGive has evolved their focus to help nonprofits create social media campaigns for their causes. CafeGive Social is the easy to use platform that helps organizations and teams of all sizes create successful cause marketing campaigns. To find out more go to www.cafegive.com.